I recently called a company to inquire about a service and the outcome was completely different than what I was expecting. It is a great example of what not to do when setting expectations with your clients or future clients. So back to the company I called… I called to ask about a service I […]

Paralegal. Receptionist. Legal assistant. Attorney. Custodian. We know what these positions entail, right? So why is it necessary to write a job description? After all, someone applying for any of these positions should already know what the core job responsibilities are or they wouldn’t be applying for them. Writing down the position’s job requirements takes […]

I just returned from the American Academy’s Spring Summit event in Kansas City, Missouri. It was great to see old friends and to make new ones! At the Summit event in Kansas City, I was particularly impressed by all the learning going on. Members were learning substantive law, practice management, marketing, ethics, and many other […]

I want to tell you a story about a business model that even a nine-year-old can see! Before I explain it, I first need to set the stage a bit… One of my dreams in life was to have children and be in a position to take them to school every day. And because I […]

Have you ever looked forward to attending a meeting or conference in anticipation of everything you would get out of it? You meet new people, gain new insights and generate new ideas, leaving you inspired and excited? Then fast forward a month or two and reality has slowly started to set in and you can […]

This week I’m sharing a blog on Medicaid from Dave Zumpano, who focuses in Medicaid planning. I’ll be sharing Medicaid blogs from Dave Zumpano monthly in this space.Now, here’s Dave’s blog: Blog Author: David J. Zumpano, Esq, CPA, Co-founder Lawyers With Purpose, Founder and Senior Partner of Estate Planning Law Center When doing estate planning, […]

“When Death Calls,” a Toastmasters International Speech competition entry by Gail Rubin, makes a compelling case for making end-of-life plans BEFORE death calls. This includes wills and trusts, advance medical directives and pre-need funeral planning. Gail Rubin, CT, is a death educator who uses humor and funny films to help break the ice about end-of-life […]

Happy Friday from the Academy’s 2016 Spring Summit! Your Girl Friday has been on site and behind the scenes all week (check out our Instagram and Facebook pages to see what we’ve been up to!) at our Kansas City event. Wednesday and Thursday morning were filled with a wealth of information exchange in the Academy […]

In Anna Karenina, Leo Tolstoy wrote that:“All happy families are alike; each unhappy family is unhappy in its own way.” In many ways, Tolstoy was correct. The potential sources of unhappiness in a family are many fold. And, each source of unhappiness has its own potential solution or solutions. A good estate planning attorney must […]

It’s still a problem for your clients:  Electronic hospital records (EHRS) won’t make clients’ advance directives readily available in many cases. A recent news article in USA Today profiles this problem. And a highly respected hospital consulting organization summed up the article this way: Looking for a patient’s end-of-life wishes? In many EHRs, it’s ‘file […]